Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.91M
3
+$7.03M
4
VZ icon
Verizon
VZ
+$6.99M
5
GEHC icon
GE HealthCare
GEHC
+$6.42M

Top Sells

1
+$87.9M
2
+$69.9M
3
+$49.2M
4
BIDU icon
Baidu
BIDU
+$28.5M
5
CCI icon
Crown Castle
CCI
+$28.5M

Sector Composition

1 Technology 23.54%
2 Healthcare 12.75%
3 Financials 11.59%
4 Consumer Discretionary 9.05%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$419K ﹤0.01%
57,737
+7,558
1102
$417K ﹤0.01%
54,272
+5,199
1103
$416K ﹤0.01%
6,000
-35,000
1104
$416K ﹤0.01%
3,512
+1,452
1105
$412K ﹤0.01%
33,150
-3,950
1106
$411K ﹤0.01%
6,506
1107
$409K ﹤0.01%
17,758
-160
1108
$408K ﹤0.01%
48,300
+12,500
1109
$406K ﹤0.01%
2,852
+2,700
1110
$403K ﹤0.01%
5,640
-71,050
1111
$402K ﹤0.01%
21,619
+2,159
1112
$399K ﹤0.01%
1,252
+222
1113
$398K ﹤0.01%
5,829
-96
1114
$398K ﹤0.01%
8,494
-1,015
1115
$396K ﹤0.01%
24,410
+11,810
1116
$396K ﹤0.01%
41,637
+2,390
1117
$393K ﹤0.01%
10,545
+530
1118
$392K ﹤0.01%
15,924
1119
$389K ﹤0.01%
20,156
1120
$388K ﹤0.01%
6,424
-898
1121
$386K ﹤0.01%
42,000
-1,168
1122
$384K ﹤0.01%
32,079
+2,480
1123
$383K ﹤0.01%
17,710
-850
1124
$382K ﹤0.01%
8,393
+1,022
1125
$381K ﹤0.01%
32,405
-1,380
43 44
45
46 47